Paula Luciani
Paula Luciani is a registered investment advisor at Charter Research & Investment Group INC, based in Southport, CT, with 35 years of industry experience. Paula operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 155 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.5M | 1.00% |
| $3.5M - $7.0M | 0.75% |
| $7.0M - $10.5M | 0.55% |
| $10.5M+ | 0.25% |
Client's fees are negotiable and under special circumstances other rates may be charged.
Fee Estimator
Location
2507 Post Road, Southport, CT, 06890
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Paula is the Vice President and Secretary of T.E. Luciani, Inc., a general contracting company, since 1982. This business management role takes about half of Paula's time.
Employment History
Current Registrations
Charter Research & Investment Group INC
State Registrations1 state
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